Edward Polansky joined PFM in 2013 and is a key account manager for PFM’s Client Services Group, where he provides customer service in everyday functions such as onboarding and new client administration. He serves as a client advocate, providing a "high touch, high value" experience, whatever the client’s needs may be.

Prior to joining PFM, Ed worked at Vanguard for 16 years, most recently serving as a client relationship manager where he managed a personal "book of business" of institutional clients. Ed was responsible for building relationships with key decision makers in the effort to design the best retirement plan possible and to promote usage amongst the firm’s employees. Additionally, he met with current and prospective clients to introduce investment products and to review investment performance.

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